成本上涨与资本开支增加引发担忧 西部数据盘后大跌5.37%

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10月23日,2027财年第一季度营收43.81亿美元,同比增长55%,高于市场预期的41.4亿美元。非GAAP每股收益4.64美元,同比增长161%,高于市场预期的4.11美元。预计Q2调整后每股收益5.60至6.00美元,营收区间50亿至52亿美元,指引中值大幅超出市场预期。不过,管理层在财报电话会议上警告原材料等投入成本上涨,并预计未来数年资本开支将维持较高水平,引发投资者对未来现金流及...

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